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Latest Tower Wealth Partners, Inc. Stock Portfolio

$180Million | No. of Holdings #87

Tower Wealth Partners, Inc. Performance

2026 Q1-0.52%
YTD-0.52%
2025+10.93%

About Tower Wealth Partners, Inc. and 13F Hedge Fund Stock Holdings

Tower Wealth Partners, Inc. is a hedge fund based in Lewisburg, PA. On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tower Wealth Partners, Inc. reported an equity portfolio of $180.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Tower Wealth Partners, Inc. are DIAL, BIL, CDC. The fund has invested 10.9% of it's portfolio in COLUMBIA ETF TR I and 10.7% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off META PLATFORMS INC (META), CROWDSTRIKE HLDGS INC (CRWD) and EXPEDIA GROUP INC (EXPE) stocks. They significantly reduced their stock positions in MERCK & CO INC (MRK), AMERICAN EXPRESS CO (AXP) and AMAZON COM INC (AMZN). Tower Wealth Partners, Inc. opened new stock positions in MEDTRONIC PLC (MDT), ELI LILLY & CO (LLY) and TECHNIPFMC PLC (FTI). The fund showed a lot of confidence in some stocks as they added substantially to PUTNAM ETF TRUST (PFUT), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG).
Tower Wealth Partners, Inc. Equity Portfolio Value
Last Reported on: 08 May, 2026
$180Million
  as of May 08, 2026

Tower Wealth Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tower Wealth Partners, Inc. made a return of -0.52% in the last quarter. In trailing 12 months, it's portfolio return was 13.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
medtronic plc338,802
eli lilly & co327,438
technipfmc plc298,849
totalenergies se286,314
agnico eagle mines ltd251,289
sterling infrastructure inc241,104
us foods hldg corp239,377
alcoa corp224,195
New stocks bought by Tower Wealth Partners, Inc.

Additions

Ticker% Inc.
putnam etf trust162
microsoft corp25.27
alphabet inc24.89
chevron corporation19.01
amgen inc13.07
walmart inc9.66
taiwan semiconductor manufac9.07
novartis ag8.52
Additions to existing portfolio by Tower Wealth Partners, Inc.

Reductions

Ticker% Reduced
merck & co inc-33.62
american express co-32.64
amazon com inc-31.68
spdr series trust-29.93
victory portfolios ii-22.82
caterpillar inc-21.55
international business machs-10.76
visa inc-10.46
Tower Wealth Partners, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
robinhood mkts inc-251,874
ares management corporation-214,160
reddit inc-263,201
expedia group inc-319,290
oracle corp-205,045
automatic data processing in-255,172
accenture plc ireland-238,519
crowdstrike hldgs inc-388,602
Tower Wealth Partners, Inc. got rid off the above stocks

Sector Distribution

Tower Wealth Partners, Inc. has about 76% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Energy
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Utilities
  • Industrials
  • Communication Services
Sector%
Others76
Healthcare7.9
Technology4.3
Energy2.5
Consumer Cyclical2.1
Financial Services2
Consumer Defensive1.4
Utilities1.3
Industrials1.2
Communication Services1.2

Market Cap. Distribution

Tower Wealth Partners, Inc. has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
  • LARGE-CAP
Category%
UNALLOCATED76
MEGA-CAP12.2
SMALL-CAP6.2
LARGE-CAP5.5

Stocks belong to which Index?

About 22.9% of the stocks held by Tower Wealth Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others77.1
S&P 50016.6
RUSSELL 20006.3
Top 5 Winners (%)%
GLW
corning inc
54.9 %
XOM
exxon mobil corp
40.8 %
CVX
chevron corporation
32.0 %
ASML
asml hldg nv
23.2 %
VZ
verizon communications inc
23.0 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.7 M
CDC
victory portfolios ii
0.5 M
IJR
ishares tr
0.3 M
CVX
chevron corporation
0.2 M
GLW
corning inc
0.2 M
Top 5 Losers (%)%
MSFT
microsoft corp
-21.6 %
PLTR
palantir technologies inc
-17.5 %
IBM
international business machs
-17.2 %
AXP
american express co
-15.3 %
V
visa inc
-13.1 %
Top 5 Losers ($)$
BIL
spdr series trust
-1.7 M
DIAL
columbia etf tr i
-0.9 M
MSFT
microsoft corp
-0.4 M
AAPL
apple inc
-0.2 M
AFLG
first tr exchng traded fd vi
-0.2 M

Tower Wealth Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tower Wealth Partners, Inc.

Tower Wealth Partners, Inc. has 87 stocks in it's portfolio. About 71.5% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Tower Wealth Partners, Inc. last quarter.

$180.94MTotal Value
99.00Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of Tower Wealth Partners, Inc., last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Tower Wealth Partners, Inc.'s holding in Agnico Eagle Mines Ltd over time
0.14%1,238
$251.3K
0.14%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tower Wealth Partners, Inc.'s holding in American Centy Etf Tr over time
0.91%14,927
$1.65M
0.91%
decreased 0.57 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tower Wealth Partners, Inc.'s holding in Vaneck Etf Trust over time
0.26%3,578
$476.6K
0.26%
increased 0.53 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Tower Wealth Partners, Inc.'s holding in First Tr Exchng Traded Fd Vi over time
6.71%359,485
$12.14M
6.71%
increased 1.5 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Tower Wealth Partners, Inc.'s holding in Proshares Tr over time
0.8%16,670
$1.44M
0.8%
increased 0.25 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Tower Wealth Partners, Inc.'s holding in Asml Hldg Nv over time
0.14%197
$260.2K
0.14%
decreased 1.99 percentreduced